Overview
Payments fintech's Q4 revenue rose 8.8% yr/yr, slightly missing analyst expectations
Adjusted EBITDA for Q4 slightly beat analyst estimates
Company acquired Dealer Merchant Services assets in October 2025
Outlook
Priority forecasts 2026 revenue growth of 6% to 9%, reaching $1.01 bln to $1.04 bln
Company expects 2026 adjusted gross profit between $405 mln and $425 mln
Priority projects 2026 adjusted EBITDA between $230 mln and $245 mln
Result Drivers
TREASURY SOLUTIONS GROWTH - Treasury Solutions segment revenue grew over 18%, contributing significantly to overall revenue growth
PAYABLES SEGMENT GROWTH - Payables segment saw a 13% increase in revenue, aiding overall company performance
ACQUISITION IMPACT - Acquisition of Dealer Merchant Services in October 2025 contributed to diversified revenue growth
Company press release: ID:nBw3DfMwca
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$247.13 mln
$248 mln (5 Analysts)
Q4 Net Income
$8.95 mln
Q4 Adjusted EBITDA
Slight Beat*
$60.06 mln
$59.99 mln (5 Analysts)
Q4 Gross Margin
37.70%
Q4 EBITDA
$55.22 mln
Q4 Gross Profit
$93.08 mln
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the financial technology (fintech) peer group is "buy"
Wall Street's median 12-month price target for Priority Technology Holdings Inc is $11.00, about 104.5% above its March 9 closing price of $5.38
The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 5 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)